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  • How-To guides can be thought of as recipes, directions that guide the reader through the steps to achieve a specific end

Edit Pass G/C and Memberships

To edit an existing Pass/g.c., you perform the following steps:

  1. Open the Member Types window.

    Click here to learn how to access this window.

  2. Select the Pass/g.c. you want to edit.

    The Pass detail window will open.

Deleting Pass G/C and Membership Types

Pass, G/C and Membership types can only be deleted if they have not been purchased by a patron.

To delete a Type, you perform the following steps:

  1. Open the Member Types Window.

    Click here to learn how to access this window.

  2. Select the Member Type to be deleted.

    Single click on a Member Type to select it.

Deleting Giving Levels

Giving levels are contained in matrix. Giving levels cab be deleted as the entire matrix or a single level in a matrix. A giving level or matrix used by a donation campaign can not be deleted.

To delete a Giving Level Matrix, you perform the following steps:

  1. Open the Donation Giving Levels window.

    Click here to learn how to access this window.

  2. Select the giving level matrix.

    Single click on a matrix to select it.

Creating Giving Levels

To create a new Donation Giving Level, you perform the following steps:

  1. Open the Donation Giving Levels window.

    Click here to learn how to access this window.

  2. Click the New button.

    The Giving Level Detail window opens.

Editing a Donation Giving Level Matrix

The rules for creating a giving level are
  • you need a range for all values of money from 0.01 to 99999999999.99, whether you expect people to give at that level or not.
  • do not leave gaps in the range of numbers, and
  • and you cannot overlap a range.

Merging Donation Campaigns

  1. Open the Donation Campaigns window.

    Click here to learn how to access this window.

  2. Select the campaigns to merge.

    Do this by holding <CTRL> (Windows) or <OPTION> (Mac) as you click the campaigns.

Creating a New Donation Campaign

To review Quick Reference information on Creating a Donation Campaign, You can choose

Cheatsheet

Screencast

Delete a Campaign

  1. Open the Donation Campaign window.

    Click here to learn how to access this window.

  2. Click on the campaign you want to delete.

    The campaign must not be tied to any transactions in order to be deleted.

  3. Click the Delete button.

    A Delete confirmation dialog opens.

Editing a Donation Campaign

  1. Open the Donation Campaign window.

    Click here to learn how to access this window.

  2. Select the campaign you wish to edit.

    Single click on a campaign to select it.

  3. Click the Open button.

    The Campaign Detail window opens.

Editing Invoice Comments

To Edit Invoice Comments, you perform the following steps:

  1. Open the Invoice Comments window.

    Click here to learn how to access this window.

  2. Select the comment you wish to edit.

    Single click on a comment to select it.

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